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Override Project-Level Billing Rates with Company-Level Billing Rates

Last update: Thu Dec 12 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can configure a project to use company-level billing rates instead of project-level billing rates.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
Adobe Workfront plan Any
Adobe Workfront license

New: Standard

or

Current: Plan
Access level configurations Edit access to Projects and Financial Data
Object permissions Manage permissions to the project with permissions to Manage Finance

For more detail about the information in this table, see Access requirements in Workfront documentation.

Enable the Company-level Billing Rates override option

When a company is associated with a project and this option is enabled, changes made to the company-level billing rates override the billing rate set on the project.

When a user manually recalculates finances on the project, any changes to the company-level billing rates are applied. Historical revenue calculations are also overridden unless they are marked as billed.

  1. Go to a project.

  2. Click the More menu next to the name of the project in the header, then click Edit.

  3. In the Finance section, enable the Allow company-level billing rates to override project-level billing rates.

    note caution
    CAUTION
    Enabling this option overrides historical revenue calculations unless they are marked as billed. You can preserve the historical revenue calculations by creating a billing record. For more information, see the article Create billing records

  4. Click Save Changes.

Update Company-level Billing Rates and apply them to a project

After you have enabled the company-level billing rates override option on a project, changes made to the company billing rates apply to the project any time the finances are recalculated.

NOTE
Users must have access to Companies in their access level to update company-level billing rates.

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Companies.

  3. Click the name of the company that is associated with the project for which you enabled company-level billing rates override.

  4. Click Billing Rates in the left panel.

  5. Update the Company Billing Rate and start/end dates for an existing job role, then press Enter.

    To add a new date effective company billing rate, select a billing rate for the job role and click Edit. For more information on date effective company billing rates, see Override job role billing rates at the company level.

  6. To update company rates for one or more projects, do one of the following:

    • Multiple projects:

      1. Go to a list of projects.
      2. Select the checkbox in line with the projects you want to update.
      3. Click Edit.
      4. In the Settings section, enable the Recalculate Costs And Revenues option.
      5. Click Save Changes.

    • Single project:

      1. Go to the project for which you enabled company-level billing rates override.
      2. Click the More menu next to the project name in the header, then click Recalculate Finance.
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